Insurance Strategies, Investment Strategies (Reg. Reps Only), Student Loan Refinancing, Retirement Income Planning, College Funding Strategies, Retirement Strategies, Estate Planning, Group Benefits, Business Succession Planning, Business Owners
English, Spanish, Portuguese
I am dedicated to making a difference in people's lives.
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long term care insurance protection, I promise a new level of attention, insight and capability.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Commonbond - Get a preferred interest rate for student loan refinancing
Check the background of this investment professional on FINRA's BrokerCheck
Columbia University in the City of New York, M.A. Economic